Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $165,600,160 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 37,440 | $19,240,600 | 11.62% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 86,133 | $16,045,636 | 9.69% | |
| 3. | VWO | 349,227 | $15,806,021 | 9.54% | |
| 4. | Vanguard World Fund | 114,589 | $14,863,353 | 8.98% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 54,796 | $14,171,237 | 8.56% |
